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How Trump’s America First Investment Policy Could Affect Foreign Investment

April 6, 2025 News

In late February, the White House issued a National Security Presidential Memorandum outlining its objectives for welcoming international investment in the U.S. and strengthening its private and public capital markets. However, while affirming its commitment to maintaining an open investment environment, the memorandum acknowledges that foreign investment can be accompanied by national security threats. It…

What Is a Qualified Personal Residence Trust?

April 2, 2025 News

With the uncertainty surrounding the future of the lifetime gift and estate tax exemption, which is set to be cut in half if the applicable provisions of the 2017 Tax Cuts and Jobs Act expire, many people are exploring their options for reducing the size of their estates to avoid paying federal estate taxes. Rising…

Outlook for M&A in 2025: Trends that Could Fuel Growth

February 23, 2025 News

After declines in the number of mergers and acquisitions (M&A) in 2022 and 2023, 2024 was expected to mark a year of significant growth. Although the pace of deals did increase last year, the anticipated rebound did not fully come to pass, thanks to a challenging regulatory environment that impeded some of the largest proposed…

How to Avoid Capital Gains Tax on Bitcoin Gains: Strategies for Tax Efficiencies

January 29, 2025 News

Bitcoin, the world’s most well-known cryptocurrency, was invented in 2008 as a form of decentralized digital currency that has soared in value since individuals first started buying and trading it. While its overall volatility tends to limit its use as payment for transactions, many investors have begun incorporating cryptocurrency into their portfolios to take advantage…

Bitcoin in USA

Corporate Transperency Act Update

December 23, 2024 News

In a major update today, the U.S. Court of Appeals for the Fifth Circuit granted a stay of the district court’s preliminary injunction enjoining the Corporate Transparency Act (CTA) entered in the case of Texas Top Cop Shop, Inc. v. Garland. As a result, FinCEN has posted the following on its website within the last few hours: In…

News updates, latest release.

Tax Considerations for Global Companies Expanding into the US

December 14, 2024 News

Key Points: Expanding into the U.S. market presents global companies with a complex tax landscape. Key considerations include: Navigating these tax considerations effectively necessitates comprehensive planning and consultation with tax professionals to ensure compliance and optimize tax positions. Main Article: For international companies, expanding into the US, the world’s largest economy, is a logical target…

A sign directing a person to go to America.

Charitable Remainder Annuity Trusts (CRATs)

November 27, 2024 Charitable Giving Estate Planning News

What is a Charitable Remainder Annuity Trust (CRAT)? A CRAT is a type of Charitable Remainder Trust (CRT), and is specifically designed to provide a steady income to one or more non-charitable beneficiaries (such as the donor or their family) for a specified term or the lifetime of the beneficiaries. At the end of the…

Exploring the Three Types of Charitable Remainder Trusts (CRTs): SCRUTs, NIMCRUTs, and FLIPCRUTs

November 27, 2024 Charitable Giving Estate Planning News

Key Differences among CRTs Charitable Remainder Trusts (CRTs) are powerful tools for charitable giving, philanthropy and financial planning, offering individuals a way to secure income, avoid capital gains taxes, and make impactful charitable contributions.  Within the CRT framework, there are three primary types to consider: Standard Charitable Remainder Unitrusts (SCRUTs), Net Income with Makeup Provision…

Income Tax Limits on Charitable Deductions

November 18, 2024 News

Understanding Income Tax Limits on Charitable Deductions Income Tax Limits Table Recipient Organization Type of Gift Deduction Limit Valuation Public Charities, Donor-Advised Funds, Private Operating Foundations (50% Orgs) Cash 60% of AG (scheduled to sunset to 50% beg. 2026) Cash Value   Long-Term Cap Gain (e.g., stocks, real estate), Choice of: 30% of AGI Fair…

Operating vs Non-Operating Foundations

November 18, 2024 News

Private Operating Foundations vs. Non-Operating Foundations: Key Differences for Philanthropic Success In the world of charitable giving strategies, private foundations offer individuals and families a unique opportunity to create a lasting legacy while supporting charitable causes they care about. Read here on private foundations, generally. In this article, I discuss the major differences between a…

Rules Regarding Public Charities

November 18, 2024 News

One of the main distinctions the IRS has established that distinguishes public charities from private foundations, is the broad base of support from the public that is required to establish a public charity. To qualify as a public charity under Section 501(c)(3) of the Internal Revenue Code, an organization must meet specific requirements regarding the…

Understanding California Private Retirement Plans

November 12, 2024 News

When someone has, through hard work and good fortune, built up substantial assets, the threat of losing a substantial chunk of it to creditors or as the result of a lawsuit looms large. While California is often regarded as being unfriendly to those seeking to preserve their wealth due to higher taxes, tough regulations, and…

Asset Protection: Safeguarding Your Investments Against the Threat of Lawsuits

October 1, 2024 News

Diversification of investments is typically thought of as the best strategy to grow wealth and protect an individual’s holdings from the vagaries of the economy. Real estate in particular has become an attractive option for high-net-worth individuals looking for investment options beyond having a stock portfolio. While from an investment standpoint this has significant benefits,…

International Estate Planning

August 13, 2024 News

In an interconnected world where professional and personal opportunities more and more often result in people having family, property, and interests all over the globe, the question of how to protect the assets they’ve built becomes much more complex. Living an international lifestyle means that estate planning may not be governed solely by the laws…

The Corporate Transparency Act and Estate Planning

October 25, 2023 News

The beneficial ownership information (BOI) reporting requirements mandated by the Corporate Transparency Act (CTA), which go into effect on January 1, 2024, have clear implications for business entities that were not previously compelled to provide information on their ownership or management. However, they can also affect trusts, depending on the business assets a trust holds….

The Corporate Transparency Act and Beneficial Ownership Information Reporting

August 31, 2023 News

In 2021, the Corporate Transparency Act (CTA) passed with bipartisan support. As part of the Anti-Money Laundering Act of 2020, the CTA is intended to help bring US law in line with safeguards in other developed countries intended to prevent the flow of illicit money through anonymous shell companies by requiring the US Department of…

California Homeowners’ Exemption vs. Homestead Exemption

May 8, 2023 News

Most homeowners aren’t experts on all the details of the laws affecting their homeownership, and it doesn’t help when two rather different legal benefits have confusingly similar names. In California, the homeowners’ exemption and the homestead exemption may sound alike, but they are far from the same. One provides a slight property tax break, while…

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